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  • Opportunities not posting to Salesforce

    Hello,

    For several months we have been receiving error messages from Salesforce that opportunities are not being created from Click and Pledge transactions. I have submitted help tickets but no action has been taken. The transactions are being posted to Salesforce and contacts are being created, but the opportunities are not.

    Can you please assist with this error as we are having to manually create opportunities for Click and Pledge transactions?

    Thank You,
    Teresa Ventura
    Seeding Labs
    Account ID:
    17745


    Salesforce.com Organization ID:00D400000008Uhe


  • #2
    Good day @seedinglabs

    We try to login but we don't have access to above OrgID. Would you please grant us login access and share the order numbers in the question so that we can review?

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      Hello CnP.Support.AM ,

      I have granted 1 week login access.

      2 of the Order numbers:
      1609121129220713009
      1611201538245339566

      Comment


      • #4
        Good day @seedinglabs

        We reviewed your instance and found that you have custom field on Opportunity object which is causing the issue to create the opportunity:

        Click image for larger version

Name:	Opportunity Custom Field.jpg
Views:	119
Size:	99.7 KB
ID:	29452

        Please review the above custom field or remove it and try to re-post the data under C&P Data of above order numbers.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment

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